Job Description
Note: The job is a remote job and is open to candidates in USA. Weaver Partners is seeking a Retirement Plan Administrator (TPA) / Sr. Compliance Consultant who will be responsible for managing plan administration and ensuring compliance with regulatory requirements. The ideal candidate will have hands-on experience in plan administration, excellent client communication skills, and a commitment to continuing education. Responsibilities • Serve as main point of contact and take “ownership” for assigned clients • Provide support to financial advisors and referral sources • Ability to accurately interpret and apply plan document provisions • Ensure compliance with ERISA DOL and IRS requirements • Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Top Heavy, Plan Limits etc. • Preparation and filing of Form 5500 and related schedules • Prepare projected and actual employer plan contribution calculations with allocation methods • Trust accounting/financial reporting • Custodian downloads, uploads and imports • Contribution reconciliations • Facilitate vesting updates with custodian • Plan payroll processing, as needed • Preparation of custodian correction/update forms, as needed • Provide support to Senior Retirement Plan Consultants and assist in training of new Associates • Review of Retirement Plan Associate work for assigned clients • Assist clients with locating missing participants and securing ERISA bonding • Required Minimum Distribution (RMD) determination and processing • Ensure proper coordination and delivery of annual required notices • Represent the company on client calls and in client meetings, as needed • Have a working knowledge of custodian websites and processes • Support the retirement plan implementation, conversion, de-conversion and termination processes • Collection and review of annual census data and employer questionnaire • Census imports and data checks • Determining plan eligibility • Determining Highly Compensated Employee (HCE) and Key Employee status • Loan and distribution support Skills • Must have a minimum of 2-3 years of administration experience, 8+years for high end of salary • Must have hands-on compliance testing background and have completed 3 full cycle of testing, 10+ cycles of testing for high end of salary • Must have prepared Form 5500 and other related schedules • Must have Defined Contribution a plus if DB or Cash Balance included • Must have performed Employer Calculations to be considered for higher end of salary range • Must have Management/Team Lead/Quality Review experience to be considered for the high end of salary range • Must have experience with multiple recordkeeping platforms • Experience with 3(16) fiduciary responsibilities is a plus • Experience with SRT is a plus • Experience with MEPs, PEPs and ROBS is a plus • ASPPA and/or NIPA credentials are a plus Benefits • 401(k) w/match • Health Insurance • PTO and more Company Overview • Weaver Partners is a recruitment firm that helps the retirement services and employee benefits industry. It was founded in 2002, and is headquartered in Batavia, Illinois, USA, with a workforce of 11-50 employees. Its website is Apply tot his job